James Smith chose to locate his Success Tax Professionals practice in Wagga Wagga, which is the ninth fastest expanding inland city in Australia.
‘Wagga Wagga is about half-way between Melbourne and Sydney and it is also a primary regional centre for the Riverina area and also the South West Slopes,’ says James.
His practice provides business services covering:
- Accounting, BAS, financial statements, tax planning and tax returns,
- Bookkeeping – MYOB and Xero,
- Business structures – review and overall ‘health check’,
- Investment portfolio management, properties and shares,
- Buying, selling or investing in a business,
- SMSFs, and
- Auditing requirements for small business entities and SMSFs.
‘I offer clients the option to review previous records completed by their former accountant. It has become a specialist area within my practice. I use a checklist system to revisit a client’s circumstances and navigate through a detailed process to identify any anomalies, oversights or just plain lack of attention to detail. The benefits can be significant,’ explains James.
‘Tax benefits can be created by clients who take up tax planning services. This really allows for a business road map to help arrive at your planned destination and to do this efficiently and with savings. Tax planning initiatives can really pave the way for deductions and benefits, but if you don’t put these in place to begin with, you’ve taken the wrong road and missed out. I deliver this as a very tailored service. It’s not something I tack on to the end of completing a tax return, for example. If someone is interested in tax planning it is complete service with specialised concepts and strategies,’ adds James.
‘I’m a firm believer in community interaction. I support groups such as Beyond Blue, R U OK?, Black Dog Institute and St Vincent de Paul.
‘I’ve been active in accounting and compliance for businesses in the NSW state since 2006. In my free time I enjoy playing golf and watching rugby union. Travel is also something I really enjoy and that includes both within Australia and overseas.
‘With business clients I differ from many accountants who are really just compliance accountants. Instead, I am constantly researching and passing my knowledge on to businesses that seriously want to implement new products and experience the benefits of real cost savings. Also budgeting, minimisation of down-time and workforce productivity are areas of interest to me,’ says James.
Wagga Wagga NSW 2650
Mobile: 0407 487 306
Info: By appointment
|Monday: 8:00 AM – 5:00 PM|
|Tuesday: 8:00 AM – 5:00 PM|
|Wednesday: 8:00 AM – 5:00 PM|
|Thursday: 8:00 AM – 5:00 PM|
|Friday: 8:00 AM – 5:00 PM|
Saturday By appointment Sunday By appointment